Weaver Consulting Group LLC

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Assets, Funds, Holdings

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Weaver Consulting Group LLC
CRD #287895
SEC #801-110466
CIK #0001780055
AUM $775.4 MM (2024-03-24)
Employees 6 (50% Investors, 50% Brokers)
Phone714-536-4065
Address101 Main Street
Huntington Beach, CA 92648
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
80064048032016002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 7.5
MSFT 1,918,222.4 6.8
EW 58,898.5 4.4
NVDA 399,550.0 2.8
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 652 166.7
(b) Individuals (high net worth individuals) 348 580.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 5.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 17 22.1
(n) Other 0 0.0
Total 2,382 775.4
By Discretionary
Discretionary 2,382 775.4
Non-Discretionary 0 0.0
Total 2,382 775.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 775.4
Total 2,382 775.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001780055]
Comparable Firms State AUM ($BB)
Sweet Financial Partners LLC
MN 0.8
The Fairman Group LLC
PA 0.8
Charles Pratt & Company LLC
NY 0.8
Oak Root LLC
CA 0.8
Balboa Wealth Partners Inc
AZ 0.8
Waterfront Wealth Inc
KS 0.8
Sensible Financial Planning and Management LLC
MA 0.8
Lafayette Investments Inc
MD 0.8
Meridian Management Co
AR 0.8
NorthStar Fiduciary Partners LLC
NJ 0.8
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